What We Do
Retirement
Investment
Estate
Insurance
Your Financial Future is Our Top Priority
At Meritage Asset Management Group, we focus on providing a concierge client experience driven by their individual goals and needs. Unlike other advisors that may use a more universal approach to managing money; we take the time to listen to our clients and then structure a plan that addresses their unique situation. Whether it is making the shift from working to retirement, moving to a new home, helping children with their education, or protecting loved ones during unexpected life-altering events; our mission is to be a valued resource for whatever they may need. Call or text our office today to come in for a complimentary consultation and learn what many of our long-term clients already know; we truly care about the well-being of their family's financial future.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.